SBI Magnum Income Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

SBI Magnum Income Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹2,046 Cr

Lock In Period

N/A

Expense Ratio

1.47

Exit Load

For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

SBI Magnum Income Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.17-0.87296.85
6M2.813.99314.88
1Y3.794.38338.55
3Y6.1014.4524.43

Portfolio Analysis

  • Equity:
  • Debt: 99.38%
  • Others
As on: 2026-08-31
View allocation % by

1. 7.24% CGL 205511.76%
2. 6.68% CGL 20409.44%
3. 6.94% CGL 20368.55%
4. TREPS5.97%
5. Godrej Seeds & Genetics Ltd.4.83%
6. JSW Kalinga Steel Ltd.3.79%
7. Renew Solar Energy (Jharkhand Five) Pvt. Ltd.3.33%
8. JTPM Metal Traders Ltd.3.16%
9. Net Receivable / Payable2.76%
10. Tata Power Renewable Energy Ltd. (Guaranteed by Tata Power Ltd.)2.48%
11. Siddhivinayak Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)2.39%
12. Shivshakti Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)2.37%
13. 6.90% CGL 20652.22%
14. 7.55% State Government of Maharashtra 20340.01%

1. 6.90% State Government of Bihar 20354.66%
2. Motilal Oswal Finvest Ltd.2.95%
3. JM Financial Credit Solutions Ltd.2.45%
4. Avanse Financial Services Ltd.2.43%

1. Torrent Power Ltd.4.94%
2. Adani Power Ltd.3.40%
3. Tata Power Company Ltd.1.21%

1. Muthoot Finance Ltd.4.86%
2. Indostar Capital Finance Ltd.3.40%

1. H.G. Infra Engineering Ltd.2.90%

1. National Highways Infra Trust1.92%

1. Bharti Telecom Ltd.1.20%
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About Fund SBI Magnum Income Fund Growth

SBI Magnum Income Fund Growth managed by SBI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹2,046 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 1.47. Under the expert guidance of Mohit Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mohit Jain

Mr. Mohit Jain holds B. E (Engineering), CFA Level III (Candidate). Mohit Jain has joined SBI Funds Management Private Limited (SBIFMPL) in May 2015 as a Credit Analyst and has over 7 years of experience in the area of financial services. Prior to joining SBIFMPL, Mr. Jain was working with Crisil Limited as Research Analyst (Jan 2015 -April 2015).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
JM Medium to Long Term Fund - Growth Growth030 CR1.04
SBI Magnum Income Fund Growth52,046 CR1.47
ICICI Prudential Medium to Long Term Fund Growth52,048 CR1
ICICI Prudential Bond Fund - Institutional Plan Growth04,084 CR1.09
Fund Name1Y3Y
This FundJM Medium to Long Term Fund - Growth Growth2.629618.9925
This FundSBI Magnum Income Fund Growth3.793119.4384
This FundICICI Prudential Medium to Long Term Fund Growth4.233221.2873
This FundICICI Prudential Bond Fund - Institutional Plan Growth11.5524.4274

SBI Magnum Income Fund Growth FAQs

SBI Magnum Income Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Magnum Income Fund Growth is 1.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Magnum Income Fund Growth’s fund performance is as follows:
  • 1 Month : -0.17%
  • 6 Months : 2.81%
  • 1 Year : 3.79%
  • 3 Years : 6.10%
Returns of SBI Magnum Income Fund Growth are updated daily based on NAV of ₹ 73.6537 as on Sep 25,2026. Since inception, the return has been 19.44%.

You can invest in SBI Magnum Income Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Magnum Income Fund Growth is ₹2,046 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Magnum Income Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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